The Independent Vanguard Adviser

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Seasoned insights on Vanguard funds that most investors don’t know—and Vanguard won’t tell you.

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The only independent newsletter written for Vanguard investors, by Vanguard investors.

The Independent Vanguard Adviser is the go-to resource for the serious Vanguard investor who doesn't want to make moves every minute, but wants every move to count.

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Weekly Brief
LATEST INSIGHT -

WEEKLY BRIEF | Investing Beyond Politics

Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update

8 min read
More Insights
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
Monthly Recap

Growth Stocks Rally, Bonds Defy Expectations

NOVEMBER 2024 | Growth stocks are leading once again, while bond prices have fallen, rather than risen. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
In The News

Money Life with Chuck Jaffe: Buy What Makes You Comfortable

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read
Featured

One Income Fund to Rule Them All

My search for Vanguard’s best income fund.

| 18 min read

Vanguard: ”Don’t call us, we’ll …”

Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?

| 7 min read

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

| 5 min read
Disclaimer

Vanguard and The Vanguard Group are service marks of The Vanguard Group, Inc. We are not affiliated in any way with The Vanguard Group and receive no compensation from The Vanguard Group, Inc.

Jeff DeMaso

Hi, I’m Jeff DeMaso.

Welcome to the Independent Vanguard Adviser.

I’ve been a Vanguard investor for over a decade, co-editing the leading newsletter on Vanguard funds and ETFs. I’m a big Vanguard fan, but they are not perfect (nobody is). I’ll tell you the good and the bad when it comes to Vanguard.

Over two decades while working at a multi-billion-dollar investment firm, I held titles of intern to CIO (and everything in between). I’ve seen investors make avoidable mistakes time and time again. I aim to share the investment insights and advice I want my family and friends to have so that you can make meaningful investments for yours.

When investing, I believe in simplicity, diversification and spending time in the market. A simple promise: My family and I will invest in the same funds I recommend to you!

When I’m not poring over Vanguard’s most recent prospectus, you can find me chasing my toddler around the playground or trying to avoid an injury while reliving the glory days on the soccer pitch.